Project.co + Salesforce

Create projects in Project.co for newly won Salesforce opportunities

This template will create a Project.co project when a new Salesforce opportunity is marked as closed and won. This is great for creating projects when you win opportunities in Salesforce.

This template will create a Project.co project when a new Salesforce opportunity is marked as closed and won. This is great for creating projects when you win opportunities in Salesforce.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    TriggerPolling
  2. automatically do this!
    Project.coProject.co
    Create Project

    Creates a project

    ActionWrite
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Supported triggers and actions

    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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About Project.co

Project.co is a project management software tool for service businesses. Collaborate with your clients and team so all your project information is in one place.

Related categories

  • Project Management
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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